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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,240 | $123,155-44.6% | $108,753-37.3% | $155,188-56.0% |
| Participation rate | 36.4% | 75.6%-39.3pp | 71.1%-34.7pp | 80.8%-44.4pp |
| Annual return | 3.93% | 44.73%-40.8pp | 37.47%-33.5pp | 148.84%-144.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $440 | $4,623-90.5% | $4,115-89.3% | $6,531-93.3% |
| Admin fee / account holder | $130,821 | $12,126+978.8% | $10,320+1167.7% | $14,480+803.5% |